Idex (IEX) Return on Assets [ROA] (2009 - 2026)
Idex (IEX) posted Return on Assets [ROA] of 7.76% for Q3 2026, up 0.86 percentage points from 6.90% a year earlier and up 0.26 percentage points from the prior quarter.
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Analysis
Idex (IEX) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Idex's Return on Assets [ROA] came in at 7.06%, down 0.94 percentage points from FY2024.
- Annual Return on Assets [ROA] has declined for three consecutive years, with a five-year change of -2.12 percentage points (FY2020 to FY2025).
- In prior years, Idex's Return on Assets [ROA] was 8.00% in FY2024 (-2.47 pp), 10.47% in FY2023 (-0.78 pp), 11.25% in FY2022 (+1.62 pp) and 9.63% in FY2021 (+0.45 pp).
- The Q3 2026 figure stands as the highest quarterly Return on Assets [ROA] since Q2 2024.
- On a year-over-year basis, Return on Assets [ROA] has increased in each of the last three quarters, with an average year-over-year change of -1.01 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2022, with a gain of 2.78 percentage points; the weakest was Q3 2024, with a drop of 3.23 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 7.50% (Q2 2026), 7.32% (Q1 2026) and 6.94% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 267.46 Bn | 238.77 Bn | 7.35 Bn | 11.29% |
| 2 | Amphenol | 197.37 Bn | 192.21 Bn | 4.02 Bn | 13.04% |
| 3 | Deere | 185.36 Bn | 194.13 Bn | 4.66 Bn | 4.54% |
| 4 | Eaton | 137.64 Bn | 134.62 Bn | 3.11 Bn | 6.87% |
| 5 | Parker-Hannifin | 121.80 Bn | 119.79 Bn | 2.26 Bn | 10.23% |
| 6 | 3M | 97.84 Bn | 80.25 Bn | 2.78 Bn | 9.76% |
| 7 | Emerson Electric | 93.37 Bn | 85.86 Bn | 2.74 Bn | 6.41% |
| 8 | Illinois Tool Works | 81.86 Bn | 78.53 Bn | 1.91 Bn | 19.57% |
| 9 | Vertiv Holdings | 74.77 Bn | 63.62 Bn | 1.64 Bn | 12.31% |
| 10 | Idex | 17.41 Bn | 15.02 Bn | 429.50 Mn | 7.76% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 7.76% |
| Jun 30, 2026 | 7.50% |
| Mar 31, 2026 | 7.32% |
| Dec 31, 2025 | 6.94% |
| Sep 30, 2025 | 6.90% |
| Jun 30, 2025 | 6.86% |
| Mar 31, 2025 | 7.07% |
| Dec 31, 2024 | 7.36% |
| Sep 30, 2024 | 7.61% |
| Jun 30, 2024 | 9.83% |
| Mar 31, 2024 | 9.82% |
| Dec 31, 2023 | 10.33% |
| Sep 30, 2023 | 10.84% |
| Jun 30, 2023 | 10.32% |
| Mar 31, 2023 | 10.50% |
| Dec 31, 2022 | 11.28% |
| Sep 30, 2022 | 11.74% |
| Jun 30, 2022 | 10.34% |
| Mar 31, 2022 | 9.61% |
| Dec 31, 2021 | 9.20% |
API Access
Idex Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IEX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "IEX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IEX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();